Tax Preparation Services Payments

Tax preparers do most of their year's volume between January and April, with walk-ins, appointments and remote clients paying preparation fees.
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Payment solutions for tax preparation services

How these solutions fit tax preparation services

See what each option adds to the way your business takes and tracks payments.

Square Point of Sale

For tax preparation services: Bring accounting engagements and preparation fees into a point-of-sale workflow, with reporting organized around engagement invoices, retainers and client account balances. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Walk-in checkout for preparation fees during tax season. Roots Payments, an independent Square Reseller, configures it around how your tax preparation office actually checks clients out.
  • Map your services, fees and products into the Square item library before your first client
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Square Appointments

For tax preparation services: Schedule client consultations and document-review appointments, collect appointment payments and keep staff calendars aligned. Square Appointments lets clients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Online booking for tax appointments. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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Square Invoices

For tax preparation services: Send itemized invoices for accounting engagements and preparation fees and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Invoice remote clients before filing. Roots sets up your templates, schedules and accounting sync.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Square Payment Links

For tax preparation services: Share a checkout link for accounting engagements and preparation fees through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. Links for standard return packages. Roots sets up the links, custom fields and reporting.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Square Staff

For tax preparation services: Set roles, permissions and schedules for accountants and practice administrators, with a clearer view of staffing across shifts. Square's staff management tools schedule shifts, track attendance and control permissions, and connect to Square Payroll. Schedule seasonal preparers. Roots sets up roles, schedules and timecard rules.
  • Define roles and permissions
  • Build shift templates
  • Connect timecards to payroll
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Merchant Account

For tax preparation services: Arrange a processing account for accounting engagements and preparation fees, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your tax preparation office, with pricing you can read and a person to call. MCC 7276 accounts sized for seasonal volume.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Credit Card Surcharging

For tax preparation services: Plan credit-card surcharge disclosures for accounting engagements and preparation fees, keeping eligible card payments distinct at checkout. A surcharge program adds a disclosed fee to credit card payments to offset processing costs. Roots configures card detection so debit and prepaid cards are never surcharged.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Tax Preparation Services payment questions

Start with the workflows your business needs. Options on this page include Square POS for Tax Preparers, Square Appointments for Tax Preparers, Square Invoices for Tax Preparers. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your tax preparation services business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which tax preparation services workflows need to improve so we can scope a practical setup.

Let’s set up payments for your tax preparation service business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
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